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13 Ways Your Financial Advisor Should Be Like Your Doctor

It’s a routine visit – your blood pressure, height/weight, and general health questions. Doctor comes in and spends a minute going over things. You mention a strange pain in your side. He tells you to eat healthier and exercise to lose a few pounds. You leave with a prescription for pain relief and cholesterol. So […]

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How Can A Realtor With $3M at 55 Save $6M By 65?

Panic, worry, and confusion are what someone with $3,000,000 feels when they know they need $6,000,000 for a comfortable retirement. Gary has been in Real Estate since he was 25. Throughout the years his work evolved until he owned his own company. It’s taken him 30 years of hard work, blood, sweat and beers (not […]

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When I retire, my car is going to cost $342,220.00?!

The goods we use every day become more expensive as time goes on. While you could have bought 100 gumballs in the 1950’s with one dollar, today you’d be lucky to buy 4 gumballs with that same dollar. A few less gumballs when you retire? No big deal. However, what you can expect to pay […]

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Why You Need TRIPLE the Media’s Suggested $1M Nest Egg

If Bob (35) and Patty (35) retire in 30 years with $1,000,000 in investments, they will be struggling. That wasn’t a typo – they will have a difficult retirement worrying how to make ends meet. The media touts headlines made to garner page views: “Fool proof ways to Retire With a Million Dollars” “4 Simple […]

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What good is $1,000,000 if you’re dead?

In this day and age, people are living longer and longer. Advances in medicine and more awareness about healthy choices have us living till we are 100+ years old. Despite all of this, there are still times that we are taken from this earth way too soon. The below are just a handful of examples […]

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Did you just leave $400,000 on the table?

Bobby had been working a corporate job for the past 20 years. He had saved about $500,000 in his 401k. His consistent contributions and company match grew aggressively since they had been invested in some stocks that a friend suggested. Life was grand! Business was booming! He just bought a new sports car and was […]

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